Institutional Ownership Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV). We have compiled data on the 4,019 institutions that hold shares in the stock, with a total of 744 Million shares, which have been reported (via 13F filing form) to have a value of $492 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
24,859
shares
|
$16.4 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
24,811
shares
|
$16.4 Million
2.03% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
24,803
shares
|
$16.4 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
24,705
shares
|
$16.3 Million
3.22% of portfolio
|
Q2 2023
Reduced 5.45%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
24,692
shares
|
$16.3 Million
4.48% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
24,648
shares
|
$16.3 Million
4.14% of portfolio
|
Q2 2025
Reduced 45.93%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
24,626
shares
|
$16.3 Million
8.3% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
24,624
shares
|
$16.3 Million
1.49% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
24,581
shares
|
$16.2 Million
5.46% of portfolio
|
Q2 2025
Added 36.27%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
24,539
shares
|
$16.2 Million
1.15% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
24,534
shares
|
$16.2 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
24,509
shares
|
$16.2 Million
5.93% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
24,446
shares
|
$16.2 Million
0.45% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
24,429
shares
|
$16.1 Million
3.52% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
24,404
shares
|
$16.1 Million
7.15% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
24,337
shares
|
$16.1 Million
1.95% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
24,313
shares
|
$16.1 Million
6.2% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
24,296
shares
|
$16.1 Million
6.67% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
24,204
shares
|
$16 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
24,188
shares
|
$16 Million
10.67% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
24,103
shares
|
$15.9 Million
3.58% of portfolio
|
Q2 2022
Added 5.84%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
24,041
shares
|
$15.9 Million
1.19% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
24,036
shares
|
$15.9 Million
2.65% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Legacy Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
24,030
shares
|
$15.9 Million
0.61% of portfolio
|
Q2 2025
Reduced 37.95%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
23,994
shares
|
$15.9 Million
0.71% of portfolio
|
Q4 2024
Added 12.69%
|